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Sept 1 , 2006:
The Pension Protection Act of 2006 allows people 70 1/2 and older to give up to $100,000 from their IRA to charity in 2006 and 2007 and not pay taxes on it.
January 1, 2007:
The annual gift tax exclusion to any person remains at $12,000 for 2007.
Annuities
How to Create a Guaranteed Lifetime Income Without Losing Control of the Asset
Often there is a trade off between obtaining the maximum guaranteed income and giving up control of the asset. Here is a new approach that allows a lifetime income while retaining control of the underlying asset.
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Ten Things the Average Person Does Not Know About Annuities
Many people buy annuities blind. Others avoid them due to a misunderstanding. Here is a simple primer on deferred annuities which will make you a smarter consumer.
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